Adaptive Business Services

JUNE 11, 2025

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. appeared first on Adaptive Business Services. 5 – 10%) = 11 opportunities 11 x $10,000 x.44

Appointment 71

Appointment Commission CRM Education 71

Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Where does Nimble CRM fit in with social selling? . A form of Prospector is baked directly into Nimble CRM and it is very similar to their mobile apps. . LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

OCTOBER 30, 2024

Closing is overrated … I’ve been around long enough to know that a salesperson’s inability to secure business is rarely tied to their inability to close the sale because … the close is the natural culmination of a sale done well. Are you thinking about a CRM? Replicate the good and avoid the bad.

Sell 62

Sell Angle CRM Repeat business 62

Adaptive Business Services

APRIL 9, 2025

Jamieson Position : Nimble CRM Trainer & Consultant Location : Boise Metropolitan Area Connections : 872 followers, 500+ connections Professional Role: Craig specializes in Nimble CRM training and implementation , focusing on solopreneurs and small teams. Suggested Focus : Relationship-focused.

Electricity 71

Electricity CRM Relationship building Clients 71

Adaptive Business Services

APRIL 30, 2025

It will be a part of my teaching:) For many sales professionals, the finish line is clear: closing the deal. A great product or service backed by exceptional service can turn one happy customer into ten. A transactional approach may close deals, but a relational approach creates raving fans who enhance your reputation.

Customers 71

Customers Quota CRM Trust 71

Adaptive Business Services

FEBRUARY 19, 2025

FYI, of the initial email addresses that I verified close to 40%, yes 40%, came back as either undeliverable or risky. I have never, repeat never , attempted any mailing even remotely close to this size up until this time. I have not paid to be on any of these:) Are you thinking about a CRM? I deleted those prior to import.

CRM 62

CRM Real Estate Contact Follow-up 62

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM? What do lost deals have in common?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

MAY 15, 2024

under 1 minute each) If a deal, be sure to fill out: deal value, expected close date, and probability of closing. The percentage chance of closing takes into account that nobody wins 100% of their deals. 1 minute per deal not counting notes and tasks) A deal is closed as being either deleted, won, or lost.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. I have always been of the opinion that CRM works best as a transparent and open database. A closed database prevents other team members from viewing prior engagements and activities that might enable them to better serve that customer.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

SEPTEMBER 4, 2024

As I have no idea of exactly when or if these will come to fruition, I’ll be keeping these close to the vest for now. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. OK, here is a little one.

CRM 71

CRM Clients Business Services Service 71

Adaptive Business Services

MARCH 20, 2024

Let’s explore how you can create and manage relationships with Nimble CRM … Watch the movie (at your own risk) – Rated PG-13 That will do it for this week. Are you thinking about a CRM? Coming very soon! See you again in two and thank you for your continued support!

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

FEBRUARY 7, 2024

Things change and if these change you will want to edit your deal record … Deal amount Deal percentage chance of closing Projected close date If these fields are not accurate, your sales forecasts will be worthless! Are you thinking about a CRM? I could go on, but I won’t. Enough for today.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

FEBRUARY 14, 2018

Editors note – The following article is being reprinted with the permission of Nimble, On a personal note, I have always had a love-hate relationship with mobile apps and particularly for CRM. Nimble Launches Mobile CRM 3.0, Nimble today released Nimble Mobile CRM 3.0, Nimble today released Nimble Mobile CRM 3.0,

CRM 91

CRM Launch Pipeline Contact 91

Adaptive Business Services

AUGUST 21, 2024

As I have no idea of exactly when or if these will come to fruition, I’ll be keeping these close to the vest for now. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

JANUARY 10, 2024

However, if you handle a lot of incoming leads and you are going to be adding them to a pipeline, without values such as $ value or closing date or % probability of closing … that is going to get very messy and very unmanageable. Workflows do not have this capability.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. The initial offering of web forms is very close to being released. Do these few simple things and your CRM will keep you on track and make you money! What’s next?

CRM 71

CRM Contact Clients Consult 71

Salesforce

MARCH 20, 2025

This gap — known as the AI divide — highlights the difference between businesses using AI to grow and those relying on outdated methods. If your business isn’t actively integrating AI and digital tools, you risk falling behind. Closing this gap is key to long-term success. What is an AI Agent?

Growth 97

Growth E-commerce CRM Technology 97

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. What are some of the general company benefits from a well managed CRM … Increased revenues.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). Deal records include – a dollar value, a projected close date, and a percentage probability of closing. Nobody closes every deal.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Message sequencing – I expect to see this introduced simultaneously, or very close with, increased send limits. Group message scheduling – See above.

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

MARCH 17, 2021

Nimble CRM can improve your sales and your bank account! Pipelines and Deals in Nimble CRM. Let’s take a closer look at a deal in Nimble CRM. Set a projected close date. Assign a percentage chance of closing. Your percentage chance of closing is used to calculate a “weighted value”. Go to the “Deals” tab.

CRM 71

CRM B2B Pipeline Commission 71

Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

CRM 71

CRM Consult Clients Business Services 71

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. Deal records include specific fields for: deal $ value, expected close date, and a percentage probability of closing. The post Nimble CRM Tips & Updates – November 2023 appeared first on Adaptive Business Services.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. You closed the order. Deals have unique elements including … a dollar value, an expected close date, and a predicted percentage chance of closing. They have expressed an interest in our services but they do not yet represent an opportunity.

CRM 71

CRM Represent Pipeline Contact 71

Salesforce

APRIL 23, 2025

As your small and medium-sized business (SMB) grows, your once-perfect customer relationship management (CRM) might start showing signs of strain. Because it can’t scale and meet your growing needs, its harder to manage customers, close deals, and keep your team happy. Here are a few benefits of upgrading your CRM.

CRM 59

CRM Growth Start-ups User Experience 59

Adaptive Business Services

JANUARY 11, 2023

This would include implementing Nimble CRM. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. I taught him about the business and every aspect of sign sales. He worked his CRM religiously. I’ve never seen anything close. I began work in earnest.

Electricity 71

Electricity CRM Sales Follow-up 71

Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! We also have deal records (valid opportunities that we hope to close) and deal pipelines. The Leads Tab at the top of Nimble CRM will allow you to access the complete pipelines in either a graphic layout or as a list. This is big! There you go!

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

JULY 6, 2022

This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. If a deal, be sure to fill out: deal value, expected close date, and probability of closing. A deal is closed as being either deleted, won, or lost.

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

MAY 12, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Why salespeople hate CRM.

CRM 71

CRM Commission Sell B2B 71

Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

CRM 71

CRM Pipeline Contact Consult 71

Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Let’s take a look at five reasons why your company needs a CRM to grow better.

CRM 78

CRM Appointment Contact Manufacturing 78

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. Are you thinking about a CRM?

CRM 71

CRM Contact Clients Represent 71

Adaptive Business Services

MAY 21, 2025

I had to ask … READ ON Making the Sale is Not the Same Thing as Making a Customer For many sales professionals, the finish line is clear: closing the deal. Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Consult Contact Business Services 71

Adaptive Business Services

SEPTEMBER 18, 2024

This week, I am told, Nimble CRM will be releasing several updates that will provide for integrations between webforms and web hooks, workflows, and message sequencing. With LinkedIn being a closed system , there are challenges to this. Are you thinking about a CRM? services including security, workflow, and telephony?

CRM 62

CRM Contact Service Consult 62

Adaptive Business Services

DECEMBER 13, 2023

Read these closely! Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to www.calendly.com/craigmjamieson.

CRM 71

CRM Contact Pipeline Represent 71

Adaptive Business Services

NOVEMBER 10, 2021

This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s). A percentage chance of closing that is used to calculate the weighted deal value. A projected close date. A dollar value.

CRM 71

CRM Electricity Pipeline Contact 71